Consultative Financial Adviser - Africa Growth Opportunity

Old Mutual South Africa; Mthatha; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to contribute to Africa's growth by delivering trusted financial guidance and solutions. The role requires a minimum matric, at least 12 months’ experience in financial services as an adviser, and completion of Long-term Insurance CoB.

FAIS requirements including RE5 are advantageous. The successful candidate will demonstrate strong communication, planning, and analytical skills, with an entrepreneurial mindset and the ability to translate

Qualifications

• Matric or equivalent is required.
• 12 months’ financial services experience as a Financial Adviser is required.
• Long-term Insurance Class of Business completion is required or advantageous.
• RE5 and FAIS requirements (Investments Class of Business, FSCA-approved qualification) will be advantageous.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Education

Matric or equivalent

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

Old Mutual South Africa is seeking a Financial Adviser to contribute to Africa's growth by delivering trusted financial guidance and solutions. The role requires a minimum matric, at least 12 months’ experience in financial services as an adviser, and completion of Long-term Insurance CoB.

FAIS requirements including RE5 are advantageous. The successful candidate will demonstrate strong communication, planning, and analytical skills, with an entrepreneurial mindset and the ability to translate